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Deals Administrator

Posted on Thursday, July 11, 2024


We’re a company on a mission. Every single team member, from product & engineering, to sales & marketing, finance, operations and everything in between is obsessed with one thing; helping Canadian’s make better financial choices. And we’re pretty great at it, too. Via our digital application technology and our award winning in-house brokerages, we help over 2m Canadian’s per month make a positive impact on their finances. 365 days a year we deliver our users the best online mortgage experience, personalized credit card options, and cheaper auto & home insurance policies than they typically get from their existing financial adviser.

Changing how people make financial choices isn’t easy, though. We know that achieving our mission is full of challenges; challenges that can be complex and often unexpected, but that are always interesting, rewarding and fun to solve as a team. This is where you come in. We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.

We’re looking for a Deals Administrator to join our RH Insurance Brokerage team ((based in downtown Toronto but also open to remote candidates). Reporting to the Senior Finance Manager, you will be an integral member of Ratehub’s Finance/Operations Team, and will have the exciting opportunity to work alongside a high performing and collaborative team.


  • Process Insurance deal transactions for new policies, renewals, endorsements and cancellations in EPIC (our Broker Management System)
  • Calculate and verify broker commissions to be paid out
  • Ownership of Billing and Cash Collection process
  • Correspond with internal and external stakeholders, including brokers and our partners, to resolve deal related issues
  • Become an expert in our Broker Management System to support the broader finance team
  • Assist finance team with journal entries, reconciliations (i.e. bank, commission, and billing), trust account management, payables, and other ad hoc duties as necessary
  • Assist in operational and administrative tasks for the Insurance brokerage, such as coordinating payment schedules and other ad hoc tasks, as they arise


  • 2+ years of experience working in a Customer Service and/or Admin role is an asset – preferably in finance or insurance
  • Detail oriented - obsessed with accuracy
  • Ability to work collaboratively in a remote/hybrid environment
  • Quick learner and adaptable in a changing and rapidly growth environment
  • Experience with EPIC or other insurance industry software is an asset


  • No Ego: No task is too big or small. You are never afraid to ask questions when you are trying to learn and understand things. You have no problem rolling up your sleeves and helping to execute when the team needs help. This humility extends to all aspects of your work and interaction with teammates.
  • Player Coach: You mentor and teach as you execute. You model the behaviour you expect from your team. You don’t just tell others what to do, you know and show how to do it at a high standard.
  • Growth mindset: You have a desire to always continue to grow and learn. This means a willingness to get outside your comfort zone and try new things because you view these as opportunities to gain skills and knowledge.
  • Helping Hand: You always offer to help without having to be asked. You go the extra mile to help out regardless of your team and function.
  • Get S##T Done: Your bias is towards action. This means pitching in and rallying to get things across the finish line. Rather than putting off work ask yourself what you can do today to move the needle on a project or goal.
  • Digs Deep: You aren't afraid to ask questions because you want to understand every issue so that you can properly solve the root cause of the problem instead of just completing the task you are given.


  • Competitive salary: We know life is expensive
  • Flexible hours: Enjoy a couple more hours of sleep in the morning, if you want
  • Benefits: Health is wealth! A benefits package with no employee contribution required
  • Perks: RRSP matching program, individual training allowance, access to financial literacy training and resources
  • Casual dress code: If it’s good enough for you, it’s good enough for us
  • Fun team socials

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.